Number of Shares
812.00
Current Holdings Value*
$300,000.00
% of Portfolio
0.12%
Total Estimate Gain
$39,321.46
% of Total Estimate Gain
12.28%

Briaud Financial Planning, Inc's Vanguard Growth ETF Holding Summary

As of 2025-03-31, Briaud Financial Planning, Inc held 812.00 shares of Vanguard Growth ETF(VUG), totaling $300,000.00. This investment constitutes 0.12% of their stock portfolio, and Briaud Financial Planning, Inc now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2024Q2. And since then Briaud Financial Planning, Inc has made 2 purchases of VUG, at an average price of $394.44, for a total of 812.00 shares. Based on historical transaction data and VUG's current price of $442.87, Briaud Financial Planning, Inc's estimated gain on his VUG holdings is $39,321.46, reflecting a 12.28% gain to date.

Briaud Financial Planning, Inc VUG ($442.87) Holding Chart

Briaud Financial Planning, Inc VUG ($442.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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